Salesforce Community is Easy
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Transcript of Salesforce Community is Easy
2015 Copyright © Grazitti Interactive. All rights reserved. Salesforce, Service Cloud, Salesforce Communities, and others are trademarks of salesforce.com, inc. and are used here with permission
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Salesforce Communities® areEASY& get in
Money(With our Expertise)
2015 Copyright © Grazitti Interactive. All rights reserved. Salesforce, Service Cloud, Salesforce Communities, and others are trademarks of salesforce.com, inc. and are used here with permission
.
Force.Com Template – Layout – One Column
Template 1 Community - https://ping.force.com/
2015 Copyright © Grazitti Interactive. All rights reserved. Salesforce, Service Cloud, Salesforce Communities, and others are trademarks of salesforce.com, inc. and are used here with permission
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Force.Com Template – Layout – Two Column
Template 2 Community - http://community.alteryx.com/
2015 Copyright © Grazitti Interactive. All rights reserved. Salesforce, Service Cloud, Salesforce Communities, and others are trademarks of salesforce.com, inc. and are used here with permission
.
Force.Com Template – Layout – Three Column
Template 3 Community - Egencia
2015 Copyright © Grazitti Interactive. All rights reserved. Salesforce, Service Cloud, Salesforce Communities, and others are trademarks of salesforce.com, inc. and are used here with permission
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• Faulty wildcards treatment
• Time delay in replication of Search results in Sandbox environment
• Inaccurate indexing
• Auto-suggest is missing
• Search results on Service Console are inaccurate/irrelevant/missing
• Wrong order of search results
• Different results within short spans of searches
• Insufficient results within KnowledgeBase
Searching the CommunitySalesforce Search is an extremely powerful functionality. However, there are times when it falls short. You might have come across some of these issues yourself:
2015 Copyright © Grazitti Interactive. All rights reserved. Salesforce, Service Cloud, Salesforce Communities, and others are trademarks of salesforce.com, inc. and are used here with permission
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Fortunately, we have hit upon a solution for all these problems and which ensures:
• Search Speed• Search Consistency• Search Usability
Our experts have the know-how to implement Apache SOLR, a simple yet powerful solution for your Salesforce instance. Apache SOLR is
Searching the Community
Light Scalable Reliable
2015 Copyright © Grazitti Interactive. All rights reserved. Salesforce, Service Cloud, Salesforce Communities, and others are trademarks of salesforce.com, inc. and are used here with permission
.
Content Organization
Files Salesforce CRM Content
Salesforce Knowledge
Documents Attachments
Purpose Upload, store, find, follow, share, sync, and collaborate on Salesforce files in the cloud.
Publish and share official corporate files with coworkers and deliver them to customer
Create and manage content, known as articles, in a knowledge base.
Store Web resources, such as, logos, DOT files, and other Visualforcematerials in folders without attaching them to records
Attach files to records from the Attachments related list on selected detail pages
Users Co-workers, groups
Co-workers Internal users and customers
Custom Custom
Different content needs to go under different Tabs in Salesforce. Correctly Organizing this content and then linking the appropriate content tab with the community serves two major areas –• Type of content for the correct user• Maximum utilization of content
2015 Copyright © Grazitti Interactive. All rights reserved. Salesforce, Service Cloud, Salesforce Communities, and others are trademarks of salesforce.com, inc. and are used here with permission
.
Multi-Platform Content AggregationWe know most of the times you do not want to think about a community because you will have to import data from your old systems into new ones. And, train people to co-relate the two platforms, then manage the anomalies when they arise. What if you can have EVERYTHING inside one platform? Take a look at this content aggregation workflow.
2015 Copyright © Grazitti Interactive. All rights reserved. Salesforce, Service Cloud, Salesforce Communities, and others are trademarks of salesforce.com, inc. and are used here with permission
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We have implemented a workflow to connect two platforms to enable content aggregation.
• Zendesk – Case Routing and Customer Service Application
• Lithium – Online Community Platform
The answers are aggregated & displayed on one platform only.
Take a look at the high-level view of this operation.
Multi-Platform Content Aggregation
2015 Copyright © Grazitti Interactive. All rights reserved. Salesforce, Service Cloud, Salesforce Communities, and others are trademarks of salesforce.com, inc. and are used here with permission
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Third Party IntegrationsYour community does not need to be an isolated island. It can be (and needs to be integrated with other apps). Here’s a list of what we have done (If you have others, we will integrate those too)
• Clarizen (Project Management)• Lithium (community platform)• Alteryx(BI tool)• Marketo• Wordpress• Apache Solr• Box.net• Flexera• Brightcove• Elastic Search• Vimeo
2015 Copyright © Grazitti Interactive. All rights reserved. Salesforce, Service Cloud, Salesforce Communities, and others are trademarks of salesforce.com, inc. and are used here with permission
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Support Desk (Service Cloud) Integration
Integrating Service Cloud with your Salesforce community will super-charge your Customer Support Ops. Many of our customers like Marketo, Ping Identity, Centrify and others have done this. Take Marketo’s Case. With this integration, it recorded:
This led to savings of over a million dollars in support costs for
Marketo.
2015 Copyright © Grazitti Interactive. All rights reserved. Salesforce, Service Cloud, Salesforce Communities, and others are trademarks of salesforce.com, inc. and are used here with permission
.
Branded Chatter
2015 Copyright © Grazitti Interactive. All rights reserved. Salesforce, Service Cloud, Salesforce Communities, and others are trademarks of salesforce.com, inc. and are used here with permission
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User Experience
With Salesforce1, it will become easier
to create branded and responsive communities with easy to use tools and templates with built in analytics tools
Community members can switch amongst multiple devices with the new rollouts by Salesforce.
2015 Copyright © Grazitti Interactive. All rights reserved. Salesforce, Service Cloud, Salesforce Communities, and others are trademarks of salesforce.com, inc. and are used here with permission
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UI - Aesthetic & Functional AppealCoding Visual Force Pages to match your exact branding requirements is the only tricky part in Salesforce Community Set-up. Look at how we transformed an older community.
2015 Copyright © Grazitti Interactive. All rights reserved. Salesforce, Service Cloud, Salesforce Communities, and others are trademarks of salesforce.com, inc. and are used here with permission
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If some of your questions about communities have been answered, we were glad to be of help.
2015 Copyright © Grazitti Interactive. All rights reserved. Salesforce, Service Cloud, Salesforce Communities, and others are trademarks of salesforce.com, inc. and are used here with permission
.
And, if you are full of new ones, just send us a word at [email protected], our community experts will get back to you.